See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,523 | $51,604+67.7% | $129,295-33.1% | $80,874+7.0% |
| Participation rate | 96.4% | 57.0%+39.5pp | 69.6%+26.8pp | 67.6%+28.8pp |
| Annual return | 25.22% | 20.76%+4.5pp | 9429.28%-9404.1pp | 35.62%-10.4pp |
| Employer contribution / active EE | $2,705 | $1,585+70.7% | $4,157-34.9% | $2,756-1.8% |
| Participant deferral / active EE | $5,805 | $2,670+117.4% | $4,169+39.2% | $4,297+35.1% |
| Admin fee / account holder | $19,020 | $4,310+341.3% | $7,665+148.1% | $6,935+174.3% |